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Top 5 VC Deals of the Week in Fintech (9/12/23)
The bigger they are (the harder they fall)...
Many VC-backed startups have closed down or seen valuations fall in the past few...
Advisor Tech Talk (Week of 9/11/23)
The kids are now all going back to school, their summer recreation finally over.
For some of us, the summer break never...
WEALTHTECH INSIDER: How Advisors are Influencing Clients to Take Their Financial Advice
The role of an advisor has shifted rapidly in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has become commoditized in our industry.
Summer’s Over. Now, The Sprint to Year End.
Been away? Took some time off? Well it's just about time to get back to the "real world." Which, by the way, is certainly...
The Taylor Market Report (9/5/23)
Bad news is good news, right? NO, NO NO. That was pre-summer. Welcome to the post-summer season. A hurricane is brewing for the financial markets.
BACK OFFICE HEROES: How to Avoid Tech Regret When Building Out Your Wealthtech Stack
When a firm realizes it has an unsustainable level of technology debt, it has to play catch up so that it will be able to leverage the ever-more-efficient technologies to come.
REAL CLEAR CRYPTO: Solana, USDC, and Modern E-Commerce
The landscape of the digital economy is constantly changing. The days when cryptocurrency discussions were limited to niche tech enthusiasts and libertarians are gone.
AI ILLUMINATIONS: It is Back-to-School Shopping Time for Wealth Management Professionals!
As we approach the end of summer, the official start of a new school year is upon us, and that's when investors get settled back into their routines and meet with their Wealth Advisors again.
Decentralized Diaries for the Week of 9/4/23
Is the Department of Justice heading for a showdown with Binance?
That could be a possibility with a sealed filing from the SEC.
That said, the...
Advisor Tech Talk (Week of 09/04/23)
For those of us who live in tourist locations, the summer season is thankfully over, traffic is easing and some normalcy...